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Meet The Team

Collectively, the team here at Sage have decades of advisory and financial planning experience. Our aim is to provide our discerning clientele a hyper-service, and we do that through a specialist team of advisers, client services and para-planners. Each member of the team are passionate about producing optimised financial strategies so you can retire well.

We strive to build trusting and long-term client relationships and share our knowledge with you so you can preserve your wealth.

This is a responsibility we take very seriously and is reflected in our company values.

As a Sage client, you can be sure of receiving dedicated, specialised and, value-centric advice to help you live well in retirement.

 

Click on the Adviser photos below to get to know them a bit better!

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Craig Todd BEc Dip FP

Managing Director

 

Authorised Representative and Credit Representative

 

ctodd@sagefg.com

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Trent Doust GDAF GDFP

Certified Financial Planner

Authorised Representative and Credit Representative

tdoust@sagefg.com

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Jason Breach DipFP

Financial Planner

Authorised Representative and Credit Representative

 

jbreach@sagefg.com

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John Elders Adv Dip FS FChFP

Financial Planner

Authorised Representative and Credit Representative

 

jelders@sagefg.com

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Jared Baker Adv Dip. FP

Financial Planner

Authorised Representative and Credit Representative

jbaker@sagefg.com

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Aaron Walters B.Bus, GradDipFP

 

Financial Planner

Authorised Representative and Credit Representative

 

awalters@sagefg.com

We also have a dedicated Client Services team. They are here to support the Advisers in implementing the advice and strategy of your account. 

Sage Management Team

Sage is led by a team of talented, experienced and dedicated professionals. Their aim is to use their extensive industry knowledge to optimise your retirement outcomes both now and in the future through sustainable and innovative solutions. 

Craig Todd Managing Director

Craig Todd Managing Director

John Elders Director

Trent Doust

Trent Doust Associate Director

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Sophia Zirov Operations Manager

CONTACT US TODAY FOR A COMPLIMENTARY FINANCIAL REVIEW

Ground Floor, Suite #2/40 Hasler Rd,

Osborne Park, WA 6017, Australia

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